PORTSMOUTH, N.H., Sept. 23, 2025 /PRNewswire/ — Wellesley Asset Management, an independent SEC-registered Investment Advisor, a leading provider of wealth management, and investment management services, is pleased to announce the acquisition of Halbert Wealth, a SEC-registered Investment Advisor known for its client-centric approach and strong regional presence.
This strategic acquisition expands Wellesley Asset Management into the greater Austin, Texas region and enhances its product and services offerings, bringing together two firms with shared values and a commitment to excellence.
“We are thrilled to welcome Halbert Wealth into the Wellesley family,” said Michael Miller, CEO of Wellesley Aset Management. “Halbert Wealth’s dedication to personalized wealth management and investment guidance aligns perfectly with our mission to deliver exceptional value and innovative investment solutions to our clients.” Debi Halbert, Co-Founder of Halbert Wealth, emphasized continuity for clients, noting, “Our clients will continue working with the same trusted advisors they know, now with access to Wellesley’s expanded products, resources, and capabilities.”
Clients of Halbert Wealth will benefit from expanded resources, enhanced technology platforms, and access to a broader range of investment solutions, while continuing to receive the same high-touch service from their trusted advisors.
This acquisition marks a significant milestone for Wellesley Asset Management as the firm continues its growth trajectory and solidifies Wellesley’s dedication to delivering high-quality wealth and investment management services in a culture rooted in independence.
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Media Contact: Brooke Whitaker – [email protected]
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SOURCE Wellesley Asset Management
